Institutional Ownership Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information about the institutional ownership of Uscf ETF Tr Uscf Midstream Ene (UMI). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,772,158
shares
|
$240 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
116,984
shares
|
$5.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
63,339
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 36.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
55,944
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Added 166.9%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,850
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
33,850
shares
|
$1.7 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
26,644
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
22,854
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,565
shares
|
$933,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,753
shares
|
$892,975
0.0% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
17,717
shares
|
$891,165
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
13,474
shares
|
$677,742
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,469
shares
|
$677,490
0.0% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
10,452
shares
|
$525,735
0.13% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,139
shares
|
$459,691
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,792
shares
|
$391,937
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,501
shares
|
$377,300
0.0% of portfolio
|
Q1 2025
Added 46.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,550
shares
|
$279,165
0.0% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
5,342
shares
|
$268,702
0.11% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
5,143
shares
|
$258,692
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,656
shares
|
$234,196
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,600
shares
|
$231,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,300
shares
|
$216,290
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,440
shares
|
$173,032
0.0% of portfolio
|
Q2 2023
Reduced 56.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,884
shares
|
$145,065
0.0% of portfolio
|
Q3 2022
Added 3.59%
|